Purchases and Sales Made in Q4 2021 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
4.07K+ 8.77% |
$1.75M - $1.95M
|
50.4K
$28.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.06K+ 1.01% |
$1.75M - $1.95M
|
408K
$228M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.03K+ 77.75% |
$1.73M - $1.93M
|
9.21K
$5.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4K+ 13.79% |
$1.72M - $1.92M
|
33K
$18.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.95KNew |
$1.7M - $1.89M
|
3.95K
$2.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.92K+ 3.92% |
$1.69M - $1.88M
|
104K
$58M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3.91K+ 2.9% |
$1.68M - $1.88M
|
139K
$77.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.9KNew |
$1.68M - $1.87M
|
3.9K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.9K+ 3.95% |
$1.68M - $1.87M
|
103K
$57.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 9.33% |
$1.65M - $1.84M
|
44.9K
$25M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.83KNew |
$1.65M - $1.83M
|
3.83K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 10.22% |
$1.64M - $1.83M
|
41.2K
$23M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 10.22% |
$1.64M - $1.83M
|
41.2K
$23M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.82K+ 4.4% |
$1.64M - $1.83M
|
90.5K
$50.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.81K+ 6.61% |
$1.64M - $1.83M
|
61.4K
$34.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 4.23% |
$1.64M - $1.82M
|
93.7K
$52.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.79KNew |
$1.63M - $1.82M
|
3.79K
$2.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.78KNew |
$1.63M - $1.81M
|
3.78K
$2.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.76K+ 1.94% |
$1.62M - $1.8M
|
198K
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.73K+ 93.74% |
$1.6M - $1.79M
|
7.71K
$4.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.7KNew |
$1.59M - $1.78M
|
3.7K
$2.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.69K+ 36.31% |
$1.59M - $1.77M
|
13.9K
$7.73M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.69KNew |
$1.59M - $1.77M
|
3.69K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.64K+ 4.9% |
$1.56M - $1.74M
|
77.9K
$43.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.63KNew |
$1.56M - $1.74M
|
3.63K
$2.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.62KNew |
$1.56M - $1.73M
|
3.62K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.56K+ 18.6% |
$1.53M - $1.71M
|
22.7K
$12.7M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
3.56K+ 1.19% |
$1.53M - $1.71M
|
303K
$169M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.56KNew |
$1.53M - $1.7M
|
3.56K
$1.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$1.53M - $1.7M
|
3.55K
$1.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.54K+ 11.59% |
$1.52M - $1.7M
|
34.1K
$19M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.54KNew |
$1.52M - $1.7M
|
3.54K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.54KNew |
$1.52M - $1.7M
|
3.54K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.53K+ 50.06% |
$1.52M - $1.69M
|
10.6K
$5.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.53K+ 17.58% |
$1.52M - $1.69M
|
23.6K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.5K+ 3.95% |
$1.51M - $1.68M
|
92.1K
$51.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.5K+ 6.2% |
$1.51M - $1.68M
|
60K
$33.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.49K+ 10.45% |
$1.5M - $1.67M
|
36.9K
$20.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 5.55% |
$1.5M - $1.67M
|
66.1K
$36.9M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.47KNew |
$1.49M - $1.66M
|
3.47K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
3.46KNew |
$1.49M - $1.66M
|
3.46K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.44K+ 6.67% |
$1.48M - $1.65M
|
55.1K
$30.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
3.44K+ 46.04% |
$1.48M - $1.65M
|
10.9K
$6.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.44K+ 116.26% |
$1.48M - $1.65M
|
6.4K
$3.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.43K+ 5.87% |
$1.48M - $1.65M
|
61.9K
$34.5M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
3.43KNew |
$1.48M - $1.65M
|
3.43K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 16.53% |
$1.48M - $1.65M
|
24.2K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$1.47M - $1.64M
|
3.41K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.4K+ 70.64% |
$1.46M - $1.63M
|
8.22K
$4.59M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
3.4KNew |
$1.46M - $1.63M
|
3.4K
$1.9M
|